FWP
OKS

FAS Wealth Partners’s Oneok Partners LP OKS Stock Holding History

FAS Wealth Partners’s Portfolio OKS Stock Details OKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-3,858
Closed -$208K – 170
2017
Q1 		$208K Buy
+3,858
New +$193K 0.06% 160
2015
Q4 		– Sell
-9,141
Closed -$267K – 136
2015
Q3 		$267K Buy
9,141
+2,020
+28% +$65.3K 0.15% 85
2015
Q2 		$242K Buy
7,121
+1,117
+19% +$44.2K 0.12% 94
2015
Q1 		$245K Buy
6,004
+514
+9% +$21.5K 0.13% 86
2014
Q4 		$218K Buy
5,490
+12
+0.2% +$569 0.12% 86
2014
Q3 		$307K Buy
5,478
+11
+0.2% +$627 0.18% 62
2014
Q2 		$320K Sell
5,467
-390
-7% -$21.7K 0.18% 62
2014
Q1 		$314K Buy
5,857
+10
+0.2% +$531 0.21% 57
2013
Q4 		$308K Buy
+5,847
New +$308K 0.18% 64

Other funds holding OKS

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

FAS Wealth Partners's OKS Position: Q2 2017 in Review

FAS Wealth Partners sold out of Oneok Partners LP (OKS) in Q2 2017, closing a stake of 3,858 shares — an estimated $208K sold.

FAS Wealth Partners first reported a position in OKS in Q4 2013 and held it in 9 quarters. The position peaked at $320K in Q2 2014. 315 funds tracked by Wall St. Rank hold OKS as of Q2 2017.

  • FAS Wealth Partners reported no remaining Oneok Partners LP position as of Q2 2017 after selling out during the quarter.
  • FAS Wealth Partners sold 3,858 Oneok Partners LP shares in Q2 2017, an estimated $208K.
  • FAS Wealth Partners first reported a position in Oneok Partners LP in Q4 2013 and held it in 9 quarters.
  • FAS Wealth Partners's Oneok Partners LP position peaked at $320K in Q2 2014.
  • 315 funds tracked by Wall St. Rank held Oneok Partners LP as of Q2 2017.

Based on FAS Wealth Partners's 13F filing for Q2 2017, filed 1 Aug 2017.